Hybrid Financial Associate — Grow Member Wealth

Coast Capital Savings is seeking a Financial Associate to support Financial Planners, manage calendars, and maintain positive member relationships. You will handle day-to-day administrative tasks, process referrals for investments and insurance, and help maximize opportunities to improve members’ financial well-being.

Hybrid work model and focus on service delivery are central to the role. The role emphasizes helping members manage, save, grow, protect and improve their financial well-being